Benefits for you and your family

My job is to take your dreams and concerns and match them with the right products to build a plan that will meet your objectives.

Personal and family financial security is provided through the use of properly planned life, critical illness, long-term care, and disability insurance; registered retirement savings plans, tax-free savings accounts, annuities, and registered retirement income funds; registered educational savings plans and registered disability savings plans.

I am dedicated to developing relationships with my clients and their families.  After thirty-plus years as an financial advisor I have clients of all ages, which has allowed me to develop a diverse product line and keeps my life interesting and challenging.  I take pride in providing all of my clients, regardless of the size of their investment accounts or the number of insurance policies they own, with the highest level of service that I possibly can.

 

 

 

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